Built on Trust
About Platinum Planning, Inc.
Since 1999, Platinum Planning, Inc. has been a trusted partner for individuals and businesses seeking financial guidance. As an independent Registered Investment Adviser based in Sarasota, FL, we are dedicated to delivering personalized, fee-based solutions that empower our clients to achieve their financial aspirations.
Russ Williamson
Our team, led by Russ Williamson, brings together a wealth of experience and a commitment to delivering exceptional service and results.
At Platinum Planning, our mission is to make a meaningful difference in the financial security and overall comfort of our clients. We lead, teach, and advise with integrity and diligence, helping you fulfill your dreams, achieve your retirement goals, and leave a lasting legacy.
Led by Expertise, Driven by Integrity
Collaborative Partnerships
Strategic alliances with CPAs, estate planning attorneys, and other professionals enhance our services.
Continuous Learning
We stay ahead of industry trends to provide informed, cutting-edge financial strategies.
Local Expertise
Proudly serving Sarasota and surrounding communities with a deep understanding of local needs.
